Account Reports
Advanced financial reports
Account Reports module provides advanced financial reports and ability to customize reports per requirements.
System includes standard reports (Balance Sheet, P&L, Cash Flow) and custom report builder with drill-down, comparison and export.
Financial Reports
Custom Reports
Analytics
Export
Key Features
Key points
• Standard financial reports (Balance Sheet, P&L, Cash Flow)
• Custom report builder
• Drill-down to transaction details
• Multi-period comparison
• Export PDF, Excel, XML
• Consolidation reports for multi-company
Main Reports
Report Types
| Report | Description |
|---|---|
| Balance Sheet | Statement of financial position |
| Profit & Loss | Income statement |
| Cash Flow Statement | Statement of cash flows |
| General Ledger | General ledger report |
| Trial Balance | Trial balance report |
| Tax Report | Tax report |
Best Practices
Key points
• Use comparison to compare with prior periods
• Drill-down to view transaction details
• Save custom reports for reuse
• Export Excel for further analysis
• Use filters to focus on specific accounts